Case Study



Establishing the right KPIs to activate growth.



Yodlee, a market leader in financial data aggregation, needed to establish a core set of leading and lagging metrics to track progress against business goals and enable their sales team to match the capabilities of their largest competitor.


We developed an attribution methodology to equip leadership with real-time performance data. This gave way to powerful recommendations to course correct in real time. Pairing insight with action, we then developed different solution-based sales playbooks aligning revenue teams around the most compelling opportunities.

Capabilities Used

  • Competitive intelligence
  • Customer Lifecycle
  • Staff Augmentation
  • Copywriting & Messaging
  • Data Science & Modeling
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The company exceeded their
revenue targets in 2020.

Our work enabled Yodlee's CMO to quickly identify a gap in pipeline and pivot to address the issue without affecting performance goals. The company exceeded their revenue targets in 2020.

Shift to Under Armour
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